Joindre Online Trading Platform

End User Manual

Overview of the Trading Platform
J-Trade is a comprehensive software application suite for real time trading for the users to
watch Market prices and execute buy & sell orders instantaneously. The application is highly
integrated which enables the user to place orders in live environment. The user screen is fully
customizable by the user to display information based upon his/her preferences. The trading platform
is available for:
1. NSE- Cash, Futures & Options.
2. BSE- Cash and Derivatives
3. MCX
4. NCDEX.
5. NMCE
The salient features of the application are:

• Market Watch
• Outstanding Orders
• Market By Price
• Net Position
• Trade details
• Margin details
• User Stocks - DP
• Orders and trade Messages.
• Market Movement
• Activity Log.
• Payment Gateway
• Script /Contract Information.
• Top 20 script details.

Audience
It is expected that as a User of this application are familiar with Trading in Securities, Derivatives and
Commodities using the one or more of the applications provided by the Exchanges. It is assumed that
the users are familiar with terms like Market Watch, Market Depth, Orders, and Trades etc.
It is also assumed that users are somewhat familiar with the computer so as to be able to open
text files and make necessary changes, if required.
Starting the application :

Open an Internet Browser (Internet explorer 5 and above). In the Address box type the URL

The Login Page is displayed wherein you have to enter your User ID and password. Click on
the Login button to log on to Application server.

Login

The user needs to enter the log in ID and the password for the application to be enabled.
Transaction password is optional. The Transaction password is used to validate the Order Entries into
the system when the trading happens over internet as per the guidelines of SEBI.
 Menu Details
The enabled application/Screen displays the following Menu
1. File
2. View
3. Tools
4. Help
1. File Menu:

a. Market Watch (MW) :

The first sub menu in the file menu is Market Watch (MW) which help you to open a predefined MW
or create a new MW & open it.
Market Watch Setup
You can open a Market Watch by clicking on My Market Watch. This will show the list of
existing Market Watches. You can create your own MW. You can set any one of the Market Watches
defined for you as the default. This will open up the moment you login successfully to the system.

My Market Watch: Allows the user to

• Create a Market watch based on his/her preference.
• The market watch can be defined to view as one below the other or side-by-side. In the
Market watch screen the user can view the prices sent by the exchange and take
decisions on based on the current market scenario.
• View Fields – Symbol, Exchange, Current price (Touch Line), Quantity, The last traded
price, Total traded Quantity /Amount etc.
A Market Watch can contain a combination of Securities and Contracts from the Derivatives
and the Commodities market. All these can be seen on one single screen. You can select the columns
which you want to add to the MW by right clicking MW & selecting Edit Colum from the list. You
can also resize the columns. You can rearrange the columns, by just dragging the column from the
current position to the new position where you wish it to be. You can Sort the column buy double
clicking on the column header.
• Add Securities/Contracts to the MW using F4/F11/F12 keys:
• Delete Securities/Contracts to the MW using delete key
Click on the Manage Market watch and then on Edit to Edit columns and select desired columns to be
displayed.
Click on Save Market watch to save the setting and script added in the MW
Indices: Two indices are shown above the MW, One on the left & other on the right corner. We can
change the index we wan to view by right clicking on any one of the index shown and select from the
list which index you want to view. Similarly by double clicking on a particular index, a window
showing all the different indices of that exchange pops up.

Order Entry
From the Market watch screen you can use the F1/+ and F2/- keys to place a Buy and Sell order
respectively. The Buy or Sell order will be for the Security/Contract which you selected in the Market
Watch. The best price and quantity from the other side (i.e. Buy side if the Order is Sell and Sell side
if the Order is a Buy) is also defaulted. You can override this by specifying different Quantity and
Price. If the price is specified as zero then the order is taken to be a market order which will match
with any matching order at the Exchange. A zero is accepted in cases where the order is meant for
NSE, but BSE does not support Market Order. So before sending the order to the exchange the order is
priced at the Last Trade Price available in the system via the broadcast.
• To place a Stop Loss order you must specify the Trigger Price.
• To specify a GTD order you must specify the number of days the order should be retained.
• You may also specify Disclosed Quantity in market where they are allowed.
• You may also specify if you wish to place an Order for Delivery.
NOTE: If you are an end user then you will not have this option, the account will, automatically
default to your account as provided by the Broker
If all parameters are valid the order will be accepted by the Brokers application and the margin
for the order will be calculated and checked against your Deposit. If you have do not have a sufficient
Deposit then the Order will be rejected by the Risk Management System and you will get an error
message in the interactive window indicating that the Order has been rejected.
If sufficient Deposit & Trading rights are available then the order is forwarded to the right
Exchange and a Confirmation or Rejection will be returned from the Exchange. This will be shown in
the interactive window along with details of Order Number, the accepted Quantity, Price and the Time
at which the Order was accepted. If the Order is matched by the Exchange and Trades are generated
then the Trade details are also shown in the interactive window along with details of the time of
execution, volume traded, price at which it has traded and other details.
b. Buy (F1/+) : User can buy by selecting particular scrip/contract and pressing F1/+ (short cut key)
or through file menu. The buy window allows the user to:
• Buy the selected equity/contract. The user can put zero in price so that he can buy the
selected security at Market price
• Place Stop Loss Orders, Orders with Disclosed Quantity and delivery Orders.

c. Sell (F2/-) : User can buy by selecting particular scrip/contract and pressing F2/- (short cut key)
or through file menu. Allows the user to
• Sell the selected equity/contract at a Market Price or at a price defined.
• Place Stop Loss Orders, Orders with Disclosed Quantity and delivery
Orders.
Interactive messages from the exchange can be seen in the interactive window (Order, Price, Trade
confirmation/Rejection etc)

d. Exercise :
• Allows the user to Exercise particular scrip.

e. Exercise NCDEX :
• Allows the user to Exercise a particular contract

g. Add Script (F4/F12) :

• Allows the user to Search for the security and add multiple scrip’s using F12.
• Add a particular script by F4 (if scrip name is known)

h. Add Contract (Shift + F4/F11):

• Allows the user to Search for the contracts and add multiple contracts using F11.
• Add a particular contract by shift + F4

i. Add NCDEX/MCX Contract :

• Allows the user to Search and add multiple NCDEX/MCX contracts.
j. Reconnect:
• Allows the user to reconnect if the connectivity is lost.

k. Log Out:
• Allows the user to Log out from the current session and can login with a different ID
without exiting from the application.

l. Exit:
• Exit the application.
2. View Menu

a. My Margins (F10) : Allows the user to view-

• Deposit amount for equity, derivatives and Commodities
• Realized Profit and Loss
• Balance deposit remaining
• Mark to Market
• Trading Limits
• Details of symbol wise Buy/Sell order, Qty/Value, Net Traded Qty, Value & Turnover

b. My Order Book (F3) : Allows the user to (Filters -ALL/BSE/NSE/MCX/NCDEX/NMCE)

View:
• The list of pending orders with the details like Symbol, Quantity, Price, Buy/Sell,
Intraday /Delivery, Order No, Exchange, Client ID, User/Admin ID, time of order, etc.
• Right click on the order book- Select Columns - enables the user to view additional
fields by selecting the required columns. The order details can be saved in text file.
Modify:
• To modify an Order select the Order and click on Modify Button or press F1.
Modification of price, quantity, or type of order can be done
Cancel:
• Orders need to be selected in the respective tick box and click cancel for canceling the
order. Cancel all would cancel all the pending orders.
c. My Trade Book (F9) : Allows the user to (Filters -ALL/BSE/NSE/MCX/NCDEX/NMCE)
View:
• The list of traded orders with the details of Symbol, Quantity, Price, value Buy/Sell,
Intraday /Delivery, Order Number, Trade Number, Exchange, User ID, time of trade .
• Right click on the Trade book- Select Columns - enables the user to view additional
fields by selecting the required columns. The Trade details can be saved in text file.
Mark for Delivery
• Select the Trade which you want to take for delivery and click on Mark for Delivery.

d. My Net Position (F8) : Allows the User to (Filters -ALL/BSE/NSE/MCX/NCDEX/NMCE)

View:
• Shows days Open Position, brought forward & carry forward position(Click on the
Respective tick box)
• Shows the day’s open position with the details of client, symbol, buy quantity, average
buy price, buy value, sell quantity, average sell price, sell value, current market price,
Mark to Market, Profit/Loss, Exchange, Delivery /Intraday and the segment.
(Note : Using Refresh updated the Order/Trade Book, Net Position & Margin details)

e. List Exercise: Allows the user to

• Exercise a particular contract.

f. Messages:
• The user will be able to see the messages sent by the Admin/Exchange by choosing the
appropriate filter (Interactive, Broadcast, Admin, Alert). Select tick box for Buy, Sell,
NSE, BSE, Equity, and Derivative to get respective messages.

g. Activity Log: Allows the user to - (Filters -ALL/BSE/NSE)

• View the list of activity at any given time during the day by with details of Exchange,
Symbol, series, Order Number, Volume, Buy/Sell, Trigger Price, Activity, Time,
Intra/Del, User ID, account Type.
 • Right Click on the screen - Select Columns - enables the user to view additional fields
by selecting the required columns. The activity log details can be saved in text file.

h. Top 20: Allows the user to view -

• Most Active by Volume.
• Most Active by Value.
• Top Gainers.
• Top Losers.
• Market Movement.
• Indices by Quarter.

i. Market Depth/F6 (MBP) – Allows the user to view for a particular script
• The Best Five Buy and Sell prices and the respective quantity available in the Market.
• Total Buy/Sell quantity. • Average Trade Price.
• Last Traded Price/quantity • 52 week/Life Time High /Low
• Open/Close Price. • Daily Price Range(DPR) (for MCX)
• High/Low Price. • Last Traded Time.
3. Tool Menu

a. Chat : Allows the User to

• Chat with the Admin or a specific user.

b. Download Trades: Allows the User to

• Download trades during market hours. Filters – Exchange- NSE, BSE; Market –
Equity, Derivatives.

c. Change Password: Allows the user to

• Change the login password for his/her user ID .

d. Broadcast Summary : Allows the user to view

• Bytes send and received by various components of the application.
Short Cut Keys:

1. F1 / + - To Place Buy Order.

2. F2 / - - To Place Sell Order.
3. F3 - Pending Order Book.
4. F4 - Add Scripts.
5. Shift F4 - Add Contracts.
6. F6 - MBP.( Market By Price)
7. F7 - Security/Contract Details.
8. F8 - Net Position.
9. F9 - Trade Book.
10. F10 - User- Deposit/Margin details
11. F11 - Search and Add Contracts
12. F12 - Search and Add Scripts